Mid Ohio Emergency Services, Llc 401(k) Plan And Trust
Sponsored by Mid Ohio Emergency Services, Llc · EIN 311603722 · Plan #001
- Total assets
- $99.6M
- Net assets
- $99.6M
- Active participants
- 160
- With balances
- 195
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Nvest Wealth Strategies, Inc. CRD 139758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $24,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $21,711 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $14,797 |
| Nvest Wealth Strategies Inc | Investment advisory (participants), Direct payment from the plan | $7,316 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,152 |